See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,745 | $148,534-27.5% | $135,903-20.7% | $139,434-22.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.65% | 79.19%-61.5pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $6,742 | $5,243+28.6% | $4,856+38.8% | $4,751+41.9% |
| Participant deferral / active EE | $10,687 | $8,100+31.9% | $7,758+37.8% | $6,710+59.3% |
| Admin fee / account holder | $9,909 | $12,400-20.1% | $10,762-7.9% | $11,403-13.1% |